A financial account optimized for commerce | Shopify Balance (original) (raw)

Manage funds.

Earn rewards.
Simplify your finances.

Shopify Balance is the all-in-one financial account built to support your business. Spend, save, transfer, receive, and earn with ease.

The hands of a person with tanned or light brown skin hold a green Visa card while using a laptop. The screen displays financial transactions, including a Shopify payout of <span class="katex"><span class="katex-mathml"><math xmlns="http://www.w3.org/1998/Math/MathML"><semantics><mrow><mn>1</mn><mo separator="true">,</mo><mn>325.87</mn><mo separator="true">,</mo><mi>a</mi><mi>c</mi><mi>a</mi><mi>r</mi><mi>d</mi><mi>p</mi><mi>u</mi><mi>r</mi><mi>c</mi><mi>h</mi><mi>a</mi><mi>s</mi><mi>e</mi><mi>o</mi><mi>f</mi></mrow><annotation encoding="application/x-tex">1,325.87, a card purchase of </annotation></semantics></math></span><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord">1</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">325.87</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal">a</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">d</span><span class="mord mathnormal">p</span><span class="mord mathnormal">u</span><span class="mord mathnormal">rc</span><span class="mord mathnormal">ha</span><span class="mord mathnormal">seo</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span></span></span></span>875.28, and an external transfer of $400.00.

Earn APY rewards on every dollar in your Balance account1

Get payouts as fast as the next business day2

Skip the monthly and transfer fees, and minimum balance3

Organize your finances with up to 6 free accounts

Shopify partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Shopify Balance Visa® Commercial Credit cards are powered by Stripe and issued by Celtic Bank pursuant to a license from Visa U.S.A. Inc.

Financial management

The business account optimized for commerce

Balance has features and rewards designed to help your business stay ahead.

Rewards & growth

Business finances

Shopify payout notifications displayed vertically. The top card shows a payout amount of <span class="katex"><span class="katex-mathml"><math xmlns="http://www.w3.org/1998/Math/MathML"><semantics><mrow><mn>2</mn><mo separator="true">,</mo><mn>578.23</mn><mo separator="true">,</mo><mi>a</mi><mi>n</mi><mi>d</mi><mi>t</mi><mi>h</mi><mi>e</mi><mi>b</mi><mi>o</mi><mi>t</mi><mi>t</mi><mi>o</mi><mi>m</mi><mi>c</mi><mi>a</mi><mi>r</mi><mi>d</mi><mi>s</mi><mi>h</mi><mi>o</mi><mi>w</mi><mi>s</mi></mrow><annotation encoding="application/x-tex">2,578.23, and the bottom card shows </annotation></semantics></math></span><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord">2</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">578.23</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal">an</span><span class="mord mathnormal">d</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span><span class="mord mathnormal">e</span><span class="mord mathnormal">b</span><span class="mord mathnormal">o</span><span class="mord mathnormal">tt</span><span class="mord mathnormal">o</span><span class="mord mathnormal">m</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">d</span><span class="mord mathnormal">s</span><span class="mord mathnormal">h</span><span class="mord mathnormal">o</span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">s</span></span></span></span>4,890.77.

Get paid faster

Receive store payouts up to 7 days faster than a bank.2

Account summary view displaying two sections. The top account labeled "Sales tax" shows a balance of <span class="katex"><span class="katex-mathml"><math xmlns="http://www.w3.org/1998/Math/MathML"><semantics><mrow><mn>1</mn><mo separator="true">,</mo><mn>457.40.</mn><mi>T</mi><mi>h</mi><mi>e</mi><mi>b</mi><mi>o</mi><mi>t</mi><mi>t</mi><mi>o</mi><mi>m</mi><mi>s</mi><mi>e</mi><mi>c</mi><mi>t</mi><mi>i</mi><mi>o</mi><mi>n</mi><mi>a</mi><mi>c</mi><mi>c</mi><mi>o</mi><mi>u</mi><mi>n</mi><mi>t</mi><mi>l</mi><mi>a</mi><mi>b</mi><mi>e</mi><mi>l</mi><mi>e</mi><mi>d</mi><mi mathvariant="normal">"</mi><mi>R</mi><mi>e</mi><mi>c</mi><mi>e</mi><mi>i</mi><mi>v</mi><mi>a</mi><mi>b</mi><mi>l</mi><mi>e</mi><mi>s</mi><mi mathvariant="normal">"</mi><mi>s</mi><mi>h</mi><mi>o</mi><mi>w</mi><mi>s</mi><mi>a</mi><mi>b</mi><mi>a</mi><mi>l</mi><mi>a</mi><mi>n</mi><mi>c</mi><mi>e</mi><mi>o</mi><mi>f</mi></mrow><annotation encoding="application/x-tex">1,457.40. The bottom section account labeled "Receivables" shows a balance of </annotation></semantics></math></span><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord">1</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">457.40.</span><span class="mord mathnormal" style="margin-right:0.13889em;">T</span><span class="mord mathnormal">h</span><span class="mord mathnormal">e</span><span class="mord mathnormal">b</span><span class="mord mathnormal">o</span><span class="mord mathnormal">tt</span><span class="mord mathnormal">o</span><span class="mord mathnormal">m</span><span class="mord mathnormal">sec</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">o</span><span class="mord mathnormal">na</span><span class="mord mathnormal">cco</span><span class="mord mathnormal">u</span><span class="mord mathnormal">n</span><span class="mord mathnormal" style="margin-right:0.01968em;">tl</span><span class="mord mathnormal">ab</span><span class="mord mathnormal">e</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord mathnormal">d</span><span class="mord">"</span><span class="mord mathnormal" style="margin-right:0.00773em;">R</span><span class="mord mathnormal">ece</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.03588em;">v</span><span class="mord mathnormal">ab</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">es</span><span class="mord">"</span><span class="mord mathnormal">s</span><span class="mord mathnormal">h</span><span class="mord mathnormal">o</span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">s</span><span class="mord mathnormal">aba</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">an</span><span class="mord mathnormal">ceo</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span></span></span></span>120.55.

Simplify taxes

Easily set aside sales tax and sync accounting software.

Skip the fees

No monthly or transfer fees, and no minimum balance.3

APY Rewards

Multiply your profits

All the money in your Balance account earns an annual percentage yield (APY)* reward that compounds over time‚ no minimum or maximum limits on your account balance.

3.16%

Basic, Shopify, and Advanced plans

Account balance

$15,000USD

Basic, Shopify, and Advanced plans

Plus plan

The calculator is for illustrative purposes only. It assumes no rate changes and that your account balance at year 1 and all APY accrued remains in Shopify Balance.

*Shopify provides a reward in the form of an annual percentage yield (APY) on the money you hold in Shopify Balance, and it is not interest. The rate is variable, subject to change without notice, and accurate as of November 14, 2024. The reward accrues daily, and is compounded and paid monthly in the form of a credit to your Balance account.

Manage your money where you make it

A white woman, wearing a light-colored knitted top and with light hair in a ponytail, is focused on her smartphone. In the foreground, an account summary card displays three accounts: "Main" with a balance of <span class="katex"><span class="katex-mathml"><math xmlns="http://www.w3.org/1998/Math/MathML"><semantics><mrow><mn>127</mn><mo separator="true">,</mo><mn>438.15</mn><mo separator="true">,</mo><mi mathvariant="normal">"</mi><mi>E</mi><mi>x</mi><mi>p</mi><mi>e</mi><mi>n</mi><mi>s</mi><mi>e</mi><mi>s</mi><mi mathvariant="normal">"</mi><mi>w</mi><mi>i</mi><mi>t</mi><mi>h</mi></mrow><annotation encoding="application/x-tex">127,438.15, "Expenses" with </annotation></semantics></math></span><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord">127</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">438.15</span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">"</span><span class="mord mathnormal" style="margin-right:0.05764em;">E</span><span class="mord mathnormal">x</span><span class="mord mathnormal">p</span><span class="mord mathnormal">e</span><span class="mord mathnormal">n</span><span class="mord mathnormal">ses</span><span class="mord">"</span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span></span></span>3,458.14, and "Sales tax" with $1,457.40.

Open up to 6 free accounts

Organize your earnings, spending, savings, sales tax, and more—all in one place.

Make money moves

Deposit and withdraw funds, transfer money between accounts, and pay business expenses.

Understand your finances

Get a comprehensive view of your business finances with dashboards, filters, and reports right in your admin.

“Before Shopify Balance, my finances were all over the place. Shopify Balance helps streamline everything and keep my finances organized.”

Kristi Tu, Owner – Boba Bao Slimes

Safeguard your earnings

Trust your finances to the same partner that helps your business thrive.

FDIC Insurance logo

Peace-of-mind coverage

Your Balance account is eligible for pass-through FDIC insurance up to $250,000.4

Instant access to card locking

Lock and unlock your cards from your admin or the Shopify mobile app.

Support when you need it

Reach out to our support team via live chat 24/7.

Cashback Rewards

Spend the way you like

Use your Balance Visa® card for everyday purchases—in person or online.

Earn rewards you can use

Get 2% cashback on business must-haves and exclusive partner perks you can’t say “no” to.5

Get a custom spending card

Receive a virtual card instantly and order a free physical card customized with your business name.

Spend wherever Visa® is accepted

Pay bills, make business purchases, and withdraw cash at thousands of ATMs worldwide.3

Get more with Shopify Balance

Exclusive features for Shopify Plus plans

Balance adds even more value to your business when you’re on Shopify Plus.

4.20% APY reward

All your funds in Balance—including deposits—earn a reward of 4.43% annual percentage yield.1

The fastest payouts

Access store profits in one business day by default, so you can start earning or spending ASAP.2

Up to $1M transfers

Get daily transfer limits customized to your business, up to $1,000,000.7

Resources

Get started with Shopify Balance

Learn how to manage your Shopify Balance account, card, and mobile app.

Maximize cash flow with Shopify Finance

Here's how to get the most value out of your built-in finance suite.

5 tips for business money management

Get expert tips on streamlining money management for your business.

More from Shopify Finance

Designed to work with Balance

Shopify Credit

A pay-in-full Visa® business card with up to 3% cashback on eligible expenses and 10 months to pay your statement balance.8

Shopify Bill Pay

An efficient way to schedule, pay, and manage business expenses without subscription fees.9

Shopify Tax

Automated calculations, nexus tracking, and filing to take the stress out of sales taxes.

Frequently asked questions